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Santori & Peters Inc’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Santori & Peters Inc’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-564
Closed -$22K – 428
2017
Q4 		$22K Buy
+564
New +$24.9K 0.02% 186

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Santori & Peters Inc's RSPU Position: Q1 2018 in Review

Santori & Peters Inc sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2018, closing a stake of 564 shares — an estimated $22K sold.

Santori & Peters Inc first reported a position in RSPU in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 42 funds tracked by Wall St. Rank hold RSPU as of Q1 2018.

  • Santori & Peters Inc reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 564 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2018, an estimated $22K.
  • Santori & Peters Inc first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $22K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.